SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-19.99%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$885M
AUM Growth
+$885M
(-30%)
Cap. Flow
-$120M
Cap. Flow
% of AUM
-13.57%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
99
New
1
Increased
5
Reduced
46
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$446K |
| 2 |
Boeing
BA
|
$245K |
| 3 |
Microsoft
MSFT
|
$213K |
| 4 |
Consolidated Edison
ED
|
$74.1K |
| 5 |
Apple
AAPL
|
$53.4K |
Top Sells
| 1 |
Caterpillar
CAT
|
$44.7M |
| 2 |
Fifth Third Bancorp
FITB
|
$33.9M |
| 3 |
Telephone and Data Systems
TDS
|
$6.79M |
| 4 |
Motorola Solutions
MSI
|
$2.39M |
| 5 |
T-Mobile US
TMUS
|
$2.23M |
Sector Composition
| 1 | Technology | 26.38% |
| 2 | Financials | 21.12% |
| 3 | Industrials | 17.19% |
| 4 | Consumer Discretionary | 9.4% |
| 5 | Consumer Staples | 7.4% |
